UBS Group’s AlTi Global ALTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
515,865
+211,359
| +69% | +$877K | ﹤0.01% | 3786 |
|
|
2025
Q1 | $926K | Sell |
304,506
-120,292
| -28% | -$366K | ﹤0.01% | 4238 |
|
|
2024
Q4 | $1.87M | Buy |
424,798
+408,705
| +2,540% | +$1.8M | ﹤0.01% | 3768 |
|
|
2024
Q3 | $60.2K | Buy |
16,093
+5,707
| +55% | +$21.3K | ﹤0.01% | 5497 |
|
|
2024
Q2 | $54.1K | Sell |
10,386
-18,306
| -64% | -$95.4K | ﹤0.01% | 5488 |
|
|
2024
Q1 | $162K | Sell |
28,692
-1,569
| -5% | -$8.88K | ﹤0.01% | 4839 |
|
|
2023
Q4 | $265K | Buy |
30,261
+15,824
| +110% | +$139K | ﹤0.01% | 4424 |
|
|
2023
Q3 | $100K | Buy |
14,437
+10,782
| +295% | +$75K | ﹤0.01% | 4719 |
|
|
2023
Q2 | $28K | Buy |
3,655
+3,296
| +918% | +$25.2K | ﹤0.01% | 5676 |
|
|
2023
Q1 | $4.5K | Sell |
359
-70
| -16% | -$878 | ﹤0.01% | 7080 |
|
|
2022
Q4 | $4.68K | Sell |
429
-1,454
| -77% | -$15.9K | ﹤0.01% | 8099 |
|
|
2022
Q3 | $19K | Buy |
1,883
+355
| +23% | +$3.58K | ﹤0.01% | 6353 |
|
|
2022
Q2 | $15K | Sell |
1,528
-1,259
| -45% | -$12.4K | ﹤0.01% | 6236 |
|
|
2022
Q1 | $28K | Buy |
+2,787
| New | +$28K | ﹤0.01% | 6024 |
|
|
2021
Q3 | – | Sell |
-348
| Closed | -$3K | – | 8320 |
|
|
2021
Q2 | $3K | Buy |
+348
| New | +$3K | ﹤0.01% | 7664 |
|